See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,084 | $232,540-67.7% | $185,117-59.4% | $147,584-49.1% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 19.87% | 43.03%-23.2pp | 40.50%-20.6pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,319 | $5,195-36.1% | $4,182-20.6% | $4,876-31.9% |
| Participant deferral / active EE | $7,121 | $5,834+22.1% | $5,045+41.1% | $5,439+30.9% |
| Admin fee / account holder | $513 | $10,275-95.0% | $8,159-93.7% | $10,885-95.3% |